info@stephanwealth.com |   937-374-2002

Becky Stewart

Becky Stewart

Client Relations Specialist

Becky has been involved in the customer service industry for over 20 years.  This opportunity allows her to use these skills on a day to day basis as the front desk face in the office.  She loves building connections with people and working with the public. She is a native and graduate of Beavercreek High School.  She holds a degree in Community Based Corrections from Sinclair Community College.
Becky and her husband Bob reside in Beavercreek with their daughter & dog D-Wayne.  In her spare time she enjoys making memories camping, hiking, yoga, shopping for antiques, and is an active board member with One Bistro Cafe in Xenia.  

Becky@StephanWealth.com



Financial Planning Checklist

  • Have you determined your short- and long-term financial goals?
  • Are you saving and investing sufficient sums to fund your short- and long-term goals?
  • Are you making the best use of tax-deferred savings plans, such as IRAs, 401(k)s, and Keoghs?
  • If you are an employee, are you getting the optimum from your employee benefits?
  • Do you have an "emergency fund?"
  • Do you have adequate insurance?
Quick Financial Check-up

Creating Financial Freedom!

Talk to us! We promise we can help you! Call Now! 937-374-2002